APWA
BDCS

Atlas Private Wealth Advisors’s UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com BDCS Stock Holding History

Atlas Private Wealth Advisors’s Portfolio BDCS Stock Details BDCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,972
Closed -$29K – 814
2020
Q3 		$29K Sell
1,972
-537
-21% -$7.53K 0.02% 268
2020
Q2 		$35K Buy
+2,509
New +$32.5K 0.03% 251

Atlas Private Wealth Advisors's BDCS Position: Q4 2020 in Review

Atlas Private Wealth Advisors sold out of UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com (BDCS) in Q4 2020, closing a stake of 1,972 shares — an estimated $29K sold.

Atlas Private Wealth Advisors first reported a position in BDCS in Q2 2020 and held it in 2 quarters. The position peaked at $35K in Q2 2020. 0 funds tracked by Wall St. Rank hold BDCS as of Q4 2020.

  • Atlas Private Wealth Advisors reported no remaining UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,972 UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com shares in Q4 2020, an estimated $29K.
  • Atlas Private Wealth Advisors first reported a position in UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com in Q2 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com position peaked at $35K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held UBS AG Exchange Traded Access Securities (E-TRACS)Linked to the Wells Fargo Business Development Com as of Q4 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.